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DJAN

Institutional Ownership

Top 152 Institutional Holders
HolderSharesDateChange% Held
First International Bank of Israel Ltd.680.00KJun 30, 26--8.46%
ENVESTNET ASSET MANAGEMENT INC353.87KJun 30, 26+59.80K4.40%
Brookstone Capital Management291.90KJun 30, 26-32.08K3.63%
Cetera Investment Advisers232.99KJun 30, 26+9582.90%
MML INVESTORS SERVICES, LLC207.30KJun 30, 26+10.61K2.58%
LPL Financial LLC197.62KJun 30, 26+54.83K2.46%
PRECEDENT WEALTH PARTNERS, LLC122.25KJun 30, 26-2.19K1.52%
Kestra Advisory Services, LLC115.60KJun 30, 26-6.05K1.44%
Advisory Services Network, LLC105.69KJun 30, 26+4181.31%
RAYMOND JAMES FINANCIAL INC104.53KJun 30, 26-9.89K1.30%
ADVISOR GROUP HOLDINGS, INC.94.57KJun 30, 26-4.95K1.18%
IFP Advisors, Inc91.38KJun 30, 26+3151.14%
SMART Wealth LLC90.90KJun 30, 26-26.04K1.13%
Horizon Investments, LLC85.53KJun 30, 26-63.70K1.06%
FOUNDERS FINANCIAL SECURITIES LLC85.53KJun 30, 26+9.55K1.06%
Cambridge Investment Research Advisors, Inc.73.97KJun 30, 26+7.90K0.92%
Commonwealth Financial Services, LLC64.33KJun 30, 26-7.20K0.80%
BEACON FINANCIAL GROUP62.67KJun 30, 26-6.06K0.78%
Wood Tarver Financial Group, LLC56.59KJun 30, 26+7.34K0.70%
HARBOUR INVESTMENTS, INC.55.83KJun 30, 26+270.69%
COMMONWEALTH EQUITY SERVICES, LLC51.13KJun 30, 26-2.37K0.64%
JPMORGAN CHASE & CO45.98KJun 30, 26+45.49K0.57%
SUSQUEHANNA INTERNATIONAL GROUP, LLP41.73KJun 30, 26+41.73K0.52%
Strategic Blueprint, LLC41.64KJun 30, 26+5.74K0.52%
REAP Financial Group, LLC40.60KJun 30, 26-3.73K0.50%
Spectrum Asset Management, Inc. (NB/CA)40.03KJun 30, 26-6600.50%
WILEY BROS.-AINTREE CAPITAL, LLC38.15KJun 30, 26-1.00K0.47%
Lionshead Wealth Management, LLC36.93KJun 30, 26-3280.46%
Apollon Wealth Management, LLC36.45KJun 30, 26+8.19K0.45%
TRUIST FINANCIAL CORP34.07KJun 30, 26-11.65K0.42%
Comprehensive Financial Consultants Institutional, Inc.32.31KJun 30, 26-4.64K0.40%
Janney Montgomery Scott LLC30.00KJun 30, 26-3.57K0.37%
1ST SOURCE BANK26.54KJun 30, 26+900.33%
Falcon Wealth Planning23.39KJun 30, 26--0.29%
Waverly Advisors, LLC22.24KJun 30, 26-2460.28%
Kovack Advisors, Inc.21.59KJun 30, 26+1.08K0.27%
GREAT VALLEY ADVISOR GROUP, INC.20.25KJun 30, 26-1500.25%
Resources Investment Advisors, LLC.19.76KJun 30, 26-2200.25%
Integrity Financial Corp /WA19.61KJun 30, 26-1840.24%
OLD MISSION CAPITAL LLC19.36KJun 30, 26+3.49K0.24%
Tanglewood Legacy Advisors, LLC19.34KJun 30, 26--0.24%
Ameritas Advisory Services, LLC18.68KJun 30, 26+11.04K0.23%
Keystone Wealth Services, LLC18.08KJun 30, 26-8380.22%
Robertson Stephens Wealth Management, LLC16.35KJun 30, 26-8000.20%
Buck Wealth Strategies, LLC15.78KJun 30, 26--0.20%
HRT FINANCIAL LP15.18KJun 30, 26+15.18K0.19%
Geneos Wealth Management Inc.14.49KJun 30, 26+3270.18%
Per Stirling Capital Management, LLC.13.95KJun 30, 26-202.90K0.17%
Arkadios Wealth Advisors13.82KJun 30, 26-2730.17%
LifeWealth Investments, LLC13.57KJun 30, 26-1980.17%
RFG Advisory, LLC13.38KJun 30, 26+1.11K0.17%
NewEdge Advisors, LLC13.38KJun 30, 26+4600.17%
Mariner, LLC13.26KJun 30, 26-7.41K0.16%
HighTower Advisors, LLC12.83KJun 30, 26+6.07K0.16%
Sequent Planning LLC12.48KJun 30, 26-450.16%
Camelot Portfolios, LLC12.40KJun 30, 26--0.15%
VICUS CAPITAL12.26KJun 30, 26+1.25K0.15%
EVOLUTION WEALTH MANAGEMENT INC.11.47KJun 30, 26-60.14%
UNITED CAPITAL FINANCIAL ADVISERS, LLC11.00KJun 30, 26--0.14%
Clear Creek Financial Management, LLC10.95KJun 30, 26+4.24K0.14%
Farther Finance Advisors, LLC10.84KJun 30, 26+3.82K0.13%
ACT Advisors, LLC.10.62KJun 30, 26--0.13%
Grantvest Financial Group LLC9.94KJun 30, 26--0.12%
Ignite Planners, LLC9.90KJun 30, 26-4650.12%
Nova Wealth Management, Inc.9.64KJun 30, 26-2620.12%
Cottage Street Advisors LLC9.43KJun 30, 26-2.19K0.12%
Main Street Financial Solutions, LLC9.40KJun 30, 26-3300.12%
Prime Capital Investment Advisors, LLC9.38KJun 30, 26-660.12%
Schwallier Wealth Management LLC8.70KJun 30, 26-430.11%
Castleview Partners, LLC8.51KJun 30, 26-10.11%
JIM SAULNIER & ASSOCIATES, LLC8.49KJun 30, 26--0.11%
Sanctuary Advisors, LLC7.74KJun 30, 26-780.10%
Prosperity Consulting Group, LLC7.67KJun 30, 26--0.10%
JDM Financial Group LLC7.64KJun 30, 26--0.10%
Sowell Financial Services LLC7.42KJun 30, 26-1.20K0.09%
Western Wealth Management, LLC7.20KJun 30, 26--0.09%
Santori & Peters, Inc.7.14KJun 30, 26--0.09%
WETZEL INVESTMENT ADVISORS, INC.6.99KJun 30, 26-1000.09%
Mayfair Advisory Group, LLC6.95KJun 30, 26--0.09%
Rockefeller Capital Management L.P.6.85KJun 30, 26--0.09%
CASCADE INVESTMENT GROUP, INC.6.77KJun 30, 26-520.08%
Mission Financial Group, LLC6.45KJun 30, 26+6.45K0.08%
PARK AVENUE SECURITIES LLC6.12KJun 30, 26-2.58K0.08%
Ballast Rock Private Wealth LLC5.85KJun 30, 26--0.07%
Mutual Advisors, LLC5.82KJun 30, 26-2000.07%
Kercheville Advisors, LLC5.70KJun 30, 26--0.07%
WINNOW WEALTH LLC5.68KJun 30, 26-8390.07%
LexAurum Advisors, LLC5.63KJun 30, 26+1830.07%
LVZ, Inc.5.35KJun 30, 26--0.07%
TOUNJIAN ADVISORY PARTNERS, LLC5.33KJun 30, 26+5.33K0.07%
FSB PREMIER WEALTH MANAGEMENT, INC.5.17KJun 30, 26-1500.06%
RiverTree Advisors, LLC5.16KJun 30, 26--0.06%
OGOREK ANTHONY JOSEPH /NY/ /ADV5.13KJun 30, 26--0.06%
Sigma Planning Corp5.00KJun 30, 26+5.00K0.06%
FIRST TRUST ADVISORS LP4.77KJun 30, 26+10.06%
StoneX Group Inc.4.72KJun 30, 26-870.06%
MGO ONE SEVEN LLC4.65KJun 30, 26-5740.06%
SAGESPRING WEALTH PARTNERS, LLC4.58KJun 30, 26+4.58K0.06%
BARCLAYS PLC3.69KJun 30, 26+3.69K0.05%
MORGAN STANLEY2.82KJun 30, 26+2.80K0.04%
MTM Investment Management, LLC2.79KJun 30, 26-4150.03%
Global Retirement Partners, LLC2.50KJun 30, 26+2.50K0.03%
NBC SECURITIES, INC.2.41KJun 30, 26-1320.03%
EP Wealth Advisors, LLC2.40KJun 30, 26+2.40K0.03%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2.39KJun 30, 26-1000.03%
DHJJ Financial Advisors, Ltd.1.65KJun 30, 26--0.02%
ASSETMARK, INC1.64KJun 30, 26--0.02%
Steward Partners Investment Advisory, LLC1.49KJun 30, 26-20.02%
MERCER GLOBAL ADVISORS INC /ADV1.38KJun 30, 26+1.38K0.02%
AE Wealth Management LLC1.35KJun 30, 26+5570.02%
CoreCap Advisors, LLC1.23KJun 30, 26-370.02%
Capital Investment Advisory Services, LLC1.21KJun 30, 26+70.02%
SOA Wealth Advisors, LLC.1.17KJun 30, 26-2580.01%
FIDUCIARY FINANCIAL ADVISORS1.13KJun 30, 26+1.13K0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV780Jun 30, 26--0.01%
NATIONAL BANK OF CANADA /FI/770Jun 30, 26-3.94K0.01%
Glen Eagle Advisors, LLC300Jun 30, 26--0.00%
Benson Wealth Management INC263Jun 30, 26--0.00%
Smartleaf Asset Management LLC161Jun 30, 26--0.00%
Sound Income Strategies, LLC--Jun 30, 26-1.08K--
MAI Capital Management--Jun 30, 26-1.06K--
Oakmont Advisory Group, LLC--Jun 30, 26-10.00K--
JANE STREET GROUP, LLC--Jun 30, 26-18.63K--
Brinker Capital Investments, LLC--Jun 30, 26-11.92K--
PFG Advisors--Jun 30, 26-5.42K--
Patriot Financial Group Insurance Agency, LLC--Jun 30, 26-5.23K--
Sage Capital Advisors,llc--Jun 30, 26-5.24K--
ARBOR CAPITAL MANAGEMENT INC /ADV--Jun 30, 26-5.27K--
Ausdal Financial Partners, Inc.--Jun 30, 26-5.21K--
Spire Wealth Management--Jun 30, 26-130--
Jaffetilchin Investment Partners, LLC1.21MMar 31, 26+463.26K15.01%
CWM, LLC281.13KMar 31, 26+30.03K3.50%
JOURNEY STRATEGIC WEALTH LLC8.13KMar 31, 26--0.10%
Sunbelt Securities, Inc.3.13KMar 31, 26-1.00K0.04%
Motiv8 Investments LLC263Dec 31, 25+2630.00%
BRASS TAX WEALTH MANAGEMENT, INC23.06KSep 30, 25--0.29%
AVANTAX ADVISORY SERVICES, INC.8.71KJun 30, 25+1.62K0.11%
Atria Wealth Solutions, Inc.--Jun 30, 25-8.28K--
Orion Portfolio Solutions, LLC9.23KMar 31, 25+9.23K0.11%
AlphaMark Advisors, LLC275Dec 31, 24-3500.00%
Raymond James Financial Services Advisors, Inc.27.14KSep 30, 24+2.92K0.34%
RAYMOND JAMES & ASSOCIATES6.64KSep 30, 24--0.08%
Cetera Advisor Networks LLC33.94KMar 31, 24+20.72K0.42%
Cetera Advisors LLC26.27KMar 31, 24+26.27K0.33%
F3Logic, LLC139.87KDec 31, 22+2.73K1.74%
Gallagher Benefit Services, Inc.139.87KDec 31, 22+139.87K1.74%
American Portfolios Advisors14.22KSep 30, 22--0.18%
Strategic Asset Management, LLC4.91KSep 30, 22+1.53K0.06%
ACG Wealth--Sep 30, 22-300--
Pinnacle Private Wealth, LLC15.41KJun 30, 22--0.19%
Cascadia Advisory Services, LLC96.05KSep 30, 21+96.05K1.19%
Ameritas Investment Company, LLC--Sep 30, 21-1.33K--

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.